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EspañolCoa Parameter Pre Configuration For Report
Overview
This feature allows client to have several Coa Parameters pre Configured for Reports, sharing same Groups and filters based on CoA and also same Element Data Identification (like Amortization, Debt, etc.).
A screenshot of the Coa Parameter Pre Configuration For Report feature is available here. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.
Users access Coa Parameter Pre Configuration For Report from within the menu through this navigation path: Admin ► Chart of Accounts ► Coa Parameter Pre Configuration for Report.
Visible Fields
The following table lists and describes all visible fields for the Coa Parameter Pre Configuration For Report, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Field | Description |
|---|---|
| Code | Stores the unique identifier for the Coa Parameter Pre Configuration For Report. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence. |
| Language | Users are allowed to select the language to register the description |
| Name | Name of CoA Parameters pre configuration. |
| Description | Description of the parameter. |
| Hide Element Filter | Whether element are to be kept hidden or not is selected from the checkbox |
| Group | Whether parameters are in group, gets mentioned in the checkbox. |
| Restrict Selected Segments | When this is true the system at the hierarchical rollups CoA elements show the predefined segments configured. |
| Sub Total | Subtotal of segments to be selected from this field. |
| CoA | Active CoA to be selected from dropdown box |
| CoA Group | CoA group to be selected from the dropdown box. |
| Active | Whether the record is available for use or for reference purpose only, is selected from this field. |
| Report Controls Tab | Applicable report control to be selected from lookup button. |
| Users Tab | Relevant users to be selected from lookup button. |
| Button Image | Description |
|---|---|
 | The New button allows users to switch to insert mode. This action button allows users to manually create Coa Parameter Pre Configuration For Report. |
 | The Search button allows users to switch to search mode. |
 | Find button presents a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information. |
 | Once a record has been created or searched for, users can return to the results screen when necessary. |
 | The Remove button allows users to remove the selected tab. |
 | The Select All button allows users to highlight all the filter criteria. |
 | The Unselect All button allows users to unselects all previously highlighted filter criteria. |
 | The Import button allows users to Import file. |
 | The Save button allows user to save the information inputted. |